Index vs Active - it's the investment debate we all love to keep having.

Or, is it?

Because what's presented as a flat, binary choice is really much more nuanced. And, to be frank, boring.

More interesting to us - and what we explore in this week's episode - is the framework and process advisers build to help answer the many "what about"s that come up when we're building our own investment philosophy.

Because indexing is fantastic...but what about that concentration risk?

And active management has its place...but what about those costs?

There is grey here, which we love to explore!

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

To choose the episode you'd most like to see CPD for, visit the link below, and donate to Good Shepherd charity to lock in your choice.

Request past Episodes for CPD: https://forms.office.com/r/Nu2euRRQx7

CPD For this Episode: https://quiz.ensombl.com/NATH-25110619-27220001

- Technical Competence: 0.25

- Professionalism and Ethics: 0.75

Nathan:

[email protected]

www.nathanfradley.com.au

Jordan:

[email protected]

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.